EVEREST GROUP, LTD. (EG) — Institutional Holders, Q2 2026 (page 5)
694 institutional investment managers reported a EG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EG 13F holders ranked 401–500 of 694
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | BARTLETT & WEALTH MANAGEMENT#401 · 1,446 sh | 1,446 | $516.6K | <0.01% | +0.1% |
| 402 | WESTPAC BANKING#402 · 1,439 sh | 1,439 | $514.1K | 0.03% | -31.1% |
| 403 | Sound Capital Solutions#403 · 1,421 sh | 1,421 | $507.6K | 0.12% | — |
| 404 | Henshaw Capital#404 · 1,421 sh | 1,421 | $507.6K | 0.02% | -3.2% |
| 405 | Sanchez Gaunt Capital Management#405 · 1,391 sh | 1,391 | $496.9K | 0.28% | +1.2% |
| 406 | TFB Advisors#406 · 1,383 sh | 1,383 | $494.0K | 0.22% | +1.0% |
| 407 | Lifeworks Advisors#407 · 1,377 sh | 1,377 | $491.9K | 0.05% | -43.9% |
| 408 | Cambridge Investment Research Advisors#408 · 1,376 sh | 1,376 | $491.0K | <0.01% | +13.6% |
| 409 | USS Investment Management Ltd#409 · 1,342 sh | 1,342 | $479.3K | <0.01% | -80.0% |
| 410 | Focus Partners Advisor Solutions#410 · 1,336 sh | 1,336 | $477.3K | <0.01% | +6.7% |
| 411 | Argent#411 · 1,326 sh | 1,326 | $473.7K | 0.01% | 0.0% |
| 412 | Baird Financial Group#412 · 1,317 sh | 1,317 | $470.5K | <0.01% | +2.6% |
| 413 | EVERGREEN CAPITAL MANAGEMENT#413 · 1,309 sh | 1,309 | $467.6K | — | -9.4% |
| 414 | AlphaGrep UK Ltd#414 · 1,293 sh | 1,293 | $461.9K | 0.14% | -1.1% |
| 415 | Cresset Asset Management#415 · 1,269 sh | 1,269 | $453.3K | <0.01% | New |
| 416 | OLD NATIONAL BANCORP#416 · 1,265 sh | 1,265 | $451.9K | — | -13.0% |
| 417 | Savant Capital#417 · 1,234 sh | 1,234 | $441.9K | <0.01% | -28.1% |
| 418 | North Dakota State Investment Board#418 · 1,233 sh | 1,233 | $440.5K | 0.02% | +1.6% |
| 419 | Edgestream Partners, L.P.#419 · 1,224 sh | 1,224 | $437.3K | 0.01% | -94.7% |
| 420 | INGALLS & SNYDER#420 · 1,223 sh | 1,223 | $437.0K | 0.01% | -11.5% |
| 421 | MML INVESTORS SERVICES#421 · 1,223 sh | 1,223 | $436.9K | <0.01% | +5.2% |
| 422 | Dynamic Technology Lab Private Ltd#422 · 1,215 sh | 1,215 | $434.0K | 0.10% | New |
| 423 | ROWLANDMILLER & PARTNERS.ADV#423 · 1,210 sh | 1,210 | $432.5K | 0.08% | -7.6% |
| 424 | SRS Capital Advisors#424 · 1,201 sh | 1,201 | $429.0K | <0.01% | +1138.1% |
| 425 | PARK AVENUE SECURITIES#425 · 1,198 sh | 1,198 | $428.0K | — | +30.5% |
| 426 | MUFG SECURITIES AMERICAS#426 · 1,192 sh | 1,192 | $425.8K | 0.02% | +5.9% |
| 427 | Sterling Capital Management#427 · 1,190 sh | 1,190 | $425.1K | — | -4.3% |
| 428 | Beacon Pointe Advisors#428 · 1,185 sh | 1,185 | $423.3K | <0.01% | New |
| 429 | VAN ECK ASSOCIATES#429 · 1,183 sh | 1,183 | $422.6K | <0.01% | +22.6% |
| 430 | CHOREO#430 · 1,180 sh | 1,180 | $421.5K | <0.01% | +15.2% |
| 431 | ATLAS CAPITAL ADVISORS#431 · 1,163 sh | 1,163 | $415.5K | 0.05% | +27.0% |
| 432 | PAX Financial Group#432 · 1,141 sh | 1,141 | $407.4K | 0.06% | -2.9% |
| 433 | R Squared Ltd#433 · 1,135 sh | 1,135 | $405.5K | 0.21% | +7.3% |
| 434 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#434 · 1,129 sh | 1,129 | $403.3K | <0.01% | +17.0% |
| 435 | QUADRANT CAPITAL GROUP#435 · 1,129 sh | 1,129 | $403.3K | — | -48.7% |
| 436 | SECURIAN ASSET MANAGEMENT#436 · 1,052 sh | 1,052 | $402.5K | 0.01% | -8.7% |
| 437 | OSAIC#437 · 1,119 sh | 1,119 | $400.4K | <0.01% | -29.4% |
| 438 | STRS OHIO#438 · 1,118 sh | 1,118 | $399.4K | <0.01% | +12.7% |
| 439 | NewEdge Advisors#439 · 1,117 sh | 1,117 | $399.2K | <0.01% | New |
| 440 | Wellington Shields#440 · 1,100 sh | 1,100 | $393.0K | 0.09% | 0.0% |
| 441 | E&G Advisors#441 · 1,090 sh | 1,090 | $389.8K | — | -0.9% |
| 442 | Gateway Wealth Partners#442 · 1,079 sh | 1,079 | $385.4K | 0.02% | +13.1% |
| 443 | TRUIST FINANCIAL#443 · 1,077 sh | 1,077 | $384.6K | <0.01% | -3.2% |
| 444 | Elevated Capital Advisors#444 · 1,072 sh | 1,072 | $383.0K | 0.11% | -45.5% |
| 445 | COLDSTREAM CAPITAL MANAGEMENT#445 · 1,062 sh | 1,062 | $379.4K | <0.01% | +20.7% |
| 446 | Curat Global#446 · 835 sh | 835 | $379.1K | — | -22.3% |
| 447 | Legacy Private#447 · 1,050 sh | 1,050 | $375.1K | — | 0.0% |
| 448 | Checchi Capital Advisers#448 · 1,045 sh | 1,045 | $373.1K | 0.02% | -2.0% |
| 449 | Sanctuary Advisors#449 · 1,042 sh | 1,042 | $372.3K | <0.01% | +13.3% |
| 450 | CI INVESTMENTS#450 · 1,042 sh | 1,042 | $372.2K | <0.01% | New |
| 451 | EntryPoint Capital#451 · 1,038 sh | 1,038 | $370.8K | 0.09% | 0.0% |
| 452 | HANCOCK WHITNEY#452 · 1,035 sh | 1,035 | $369.7K | <0.01% | -6.2% |
| 453 | FIFTH THIRD BANCORP#453 · 1,031 sh | 1,031 | $368.3K | <0.01% | +1.3% |
| 454 | DAVENPORT#454 · 1,031 sh | 1,031 | $368.3K | — | -21.0% |
| 455 | Allworth Financial#455 · 1,028 sh | 1,028 | $367.4K | <0.01% | +77.2% |
| 456 | BROWN BROTHERS HARRIMAN#456 · 1,015 sh | 1,015 | $362.6K | <0.01% | +38.3% |
| 457 | V-Square Quantitative Management#457 · 992 sh | 992 | $354.4K | — | +2.5% |
| 458 | Wealthfront Advisers#458 · 987 sh | 987 | $352.6K | <0.01% | +18.2% |
| 459 | ASAHI LIFE ASSET MANAGEMENT , LTD.#459 · 968 sh | 968 | $345.8K | 0.20% | New |
| 460 | Metis Global Partners#460 · 962 sh | 962 | $343.7K | <0.01% | -17.2% |
| 461 | Summit Financial#461 · 956 sh | 956 | $341.6K | <0.01% | New |
| 462 | Retirement Planning of New England#462 · 951 sh | 951 | $339.7K | — | -1.3% |
| 463 | Siemens Fonds Invest GmbH#463 · 948 sh | 948 | $338.7K | 0.02% | 0.0% |
| 464 | Diversified#464 · 941 sh | 941 | $336.2K | <0.01% | -6.7% |
| 465 | Kera Capital Partners#465 · 931 sh | 931 | $332.6K | 0.03% | +40.0% |
| 466 | NewEdge Wealth#466 · 922 sh | 922 | $329.2K | <0.01% | New |
| 467 | Worthington Financial Partners#467 · 914 sh | 914 | $326.5K | — | -11.8% |
| 468 | Oslo Pensjonsforsikring AS#468 · 897 sh | 897 | $320.4K | — | 0.0% |
| 469 | Center For Asset Management#469 · 895 sh | 895 | $320.1K | — | -4.0% |
| 470 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#470 · 889 sh | 889 | $317.2K | <0.01% | -28.9% |
| 471 | SIT INVESTMENT ASSOCIATES#471 · 886 sh | 886 | $317.0K | <0.01% | 0.0% |
| 472 | Laird Norton Wetherby Company#472 · 876 sh | 876 | $312.9K | <0.01% | -2.4% |
| 473 | Apollon Wealth Management#473 · 865 sh | 865 | $309.2K | — | New |
| 474 | Handelsbanken Fonder AB#474 · 851 sh | 851 | $304.0K | <0.01% | -73.1% |
| 475 | Quent Capital#475 · 848 sh | 848 | $303.0K | 0.02% | +39.5% |
| 476 | Fragasso Group#476 · 843 sh | 843 | $301.1K | — | New |
| 477 | HUNTINGTON NATIONAL BANK#477 · 837 sh | 837 | $299.0K | <0.01% | +0.6% |
| 478 | Coastal Bridge Advisors#478 · 828 sh | 828 | $295.8K | 0.02% | -3.6% |
| 479 | SUMMITRY#479 · 827 sh | 827 | $295.4K | <0.01% | +33.8% |
| 480 | VAN DEN BERG MANAGEMENT I#480 · 822 sh | 822 | $293.6K | 0.06% | -24.0% |
| 481 | J. Team Financial#481 · 814 sh | 814 | $291.0K | 0.28% | +0.9% |
| 482 | OSTRUM ASSET MANAGEMENT#482 · 813 sh | 813 | $290.4K | 0.01% | 0.0% |
| 483 | Rockefeller Capital Management L.P.#483 · 812 sh | 812 | $290.4K | <0.01% | -40.3% |
| 484 | Meiji Yasuda Asset Management Ltd.#484 · 799 sh | 799 | $285.4K | 0.01% | -3.9% |
| 485 | HANTZ FINANCIAL SERVICES#485 · 796 sh | 796 | $284.0K | <0.01% | +217.1% |
| 486 | OSSIAM#486 · 781 sh | 781 | $279.0K | <0.01% | -28.0% |
| 487 | SYON CAPITAL#487 · 765 sh | 765 | $273.3K | 0.01% | New |
| 488 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#488 · 760 sh | 760 | $271.5K | <0.01% | New |
| 489 | Bull Harbor Capital#489 · 755 sh | 755 | $269.7K | 0.05% | New |
| 490 | CIBC WORLD MARKET#490 · 748 sh | 748 | $267.2K | <0.01% | +1.6% |
| 491 | CAMBIENT FAMILY OFFICE#491 · 741 sh | 741 | $264.7K | 0.03% | -3.1% |
| 492 | Parallel Advisors#492 · 731 sh | 731 | $261.1K | <0.01% | -4.7% |
| 493 | CITIZENS FINANCIAL GROUP#493 · 721 sh | 721 | $257.7K | — | New |
| 494 | Perigon Wealth Management#494 · 709 sh | 709 | $253.3K | — | +11.7% |
| 495 | PRAXIS INVESTMENT MANAGEMENT#495 · 706 sh | 706 | $252.0K | 0.01% | +4.0% |
| 496 | Red Door Wealth Management#496 · 703 sh | 703 | $251.2K | 0.02% | -0.6% |
| 497 | TRED AVON FAMILY WEALTH#497 · 703 sh | 703 | $251.2K | — | +7.0% |
| 498 | Abel Hall#498 · 690 sh | 690 | $246.4K | — | New |
| 499 | Moors & Cabot#499 · 689 sh | 689 | $246.1K | <0.01% | -11.8% |
| 500 | TRANSCEND WEALTH COLLECTIVE#500 · 688 sh | 688 | $245.8K | 0.02% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.